Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS
EIN 27-1386835Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$205K assets
Welfare
0
Participants
7
60 CUTTER MILL ROAD, SUITE 508 - GREAT NECK, NY 11021818-324-2082
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $205K assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS DEFINED BENEFIT PLAN
TraditionalDB
Assets$173K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS PS PLAN
401k
Assets$32K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS DEFINED BENEFIT PLAN | TraditionalDB | $173K | 2 | 2024 | |
| 001 | AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS PS PLAN | 401k | $32K | 5 | 2024 |
Retirement plans